Curtis S. Farrell, CFP®, AIF

Curtis S. Farrell, CFP®, AIF, is affiliated with Financial Management Network, an independent fee based financial planning firm. Financial Management Network is also a member firm of Retirement Plan Advisor Group, an independent practice management group of over 400 advisors with over 100 billion in plan assets.

Curtis has over 25 years experience as a Certified Financial Planner™ and has earned the AIF, Accredited Investment Fiduciary designation. He is in charge of the firms qualified retirement planning services. Having installed his first 401(k) plan in 1984, he provides investment, fiduciary and plan design consulting to retirement plan sponsors. He has assisted 100+ small, medium and large companies with their retirement plans and has worked with all the major vendors, insurance companies, mutual funds, banks and trust companies. His primary responsibilities include service provider reviews, plan fee and cost evaluations, investment menu design, monitoring and employee education. Curtis works closely with the employers to assist in educating employees on the importance of saving for retirement. He understands plan compliance and assists employers in fulfilling their Fiduciary responsibilities.

Curtis is a native Californian. He resides in Mission Viejo with his wife and four children. He enjoys skiing, surfing, running and giving back to the community. He has served on the board of directors of the Friends of the Santa Ana Zoo for over 20 years, as President, Treasurer and currently serves on the Nominating Committee. He is also active in the Boy Scouts of America having served as Scoutmaster, Varsity Coach and as an Assistant Venture Leader.

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Jeffrey Merwin at 949-455-0300

Investment advisory services are offered by Financial Management Network, Inc.(“FMN”) and securities offered through FMN Capital Corporation, (“FMNCC”), member FINRA & SIPC. Securities are not FDIC-Insured, are not bank-guaranteed, may lose value. FMN and FMNCC may only transact business in those states and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. The purpose of this web site is for information distribution on products and services. Information herein is taken from sources deemed reliable and neither FMN nor FMNCC are responsible for any errors that might occur.

Neither Asset Allocation nor Diversification guarantee a profit or protect against a loss in a declining market. They are methods used to help manage investment risk.

* Effective June 9, 2017, all individuals who provide advice to retirement plans, including Individual Retirement Accounts (IRAs), must abide by the fiduciary standard. What does the fiduciary standard mean? This means that your advisor must put your interests first before their own or that of that of the firm, make prudent recommendations, charge reasonable compensation and make no misrepresentations to you regardingrecommended investments. The recommendations made by your advisor must be based upon your specific investment needs and objectives. The fiduciary standard is applicable to any recommendations that your advisor makes to you, the client, for your retirement account.

* The fees charged by FMN have been deemed to be reasonable.

* Please note FMN does have policies in place to monitor this level of fiduciary responsibility for our clients.